2023 Form 5500 filing — Indian Trail Alcoholic Beverag 401(K) Profit Sharing Plan & Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729131827NAL0029799232001) for Indian Trail Alcoholic Beverag 401(K) Profit Sharing Plan & Trust, reported by Indian Trail Alcoholic Beverag under EIN 27-3217658 and plan number 001. It reports 29 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240729131827NAL0029799232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indian Trail Alcoholic Beverag
- EIN
- 27-3217658
- Plan number
- 001
- Location
- Indian Trail, NC
- Participants
- 29
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,997
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,997
- Employer contributions
- $2,053
- Participant contributions
- $11,378
- Total income / additions
- $6,010
- Benefits paid
- $0
- Administrative expenses
- $13
- Total expenses
- $13
- Net increase / (decrease)
- $5,997
- Schedule source
- Schedule I